Understanding NAV, Expense Ratio & Exit Load: A Smart Investor’s Guide – Equity Box
For investors with Equity Box, grasping three key terms—NAV, Expense Ratio, and Exit Load—can make a real difference in investing.
Blogs & Insights
Articles, guides and explainers
Plain-language articles on how financial products work. They are for general education only and are not investment advice or recommendations.
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125 articles, page 3 of 11
Tax-Implications of SIP
Tax Implications of SIPs are a powerful tool for wealth creation, allowing investors to accumulate assets through periodic investments.
Different Types of PMS (Portfolio Management Services)
PMS is very useful, but did you know there are different types of PMS tailored for varying investment needs?
Top Mutual Fund Myths—Busted!
Lot of top mutual funds myths and misconceptions still exist that keep individuals from making wise judgments, so lets bust some of them.
Goal-Based SIPs
Goal-Based SIPs offer a structured approach to achieving financial aspirations by investing regularly in mutual funds.
SIP vs Lump Sum
choosing between SIP vs Lump Sum isn’t just about market timing — it’s about aligning strategy with your goals, cash flow, and mindset.
The Role of Investor Psychology in PMS performance
PMS rely on data-driven strategies & expert decision-making; one often overlooked factor and can influence performance: investor psychology.
Active and Passive Fund Management
How active and passive fund management differ in objective, strategy, cost and risk, with the pros and cons of each approach.
What Are Multi Asset Allocation Funds?
A multi-asset allocation fund invests in at least three asset classes, typically equity, debt and commodities such as gold, with at least 10% in each.
Safe Investments with High Returns in India? How to Plan a 5-Year Investment
Why “safe” and “high returns” rarely go together, and how to compare fixed deposits, PPF, small savings schemes, government bonds and mutual funds for a five-year goal.
15 Top Stock Market Books for Beginners
Fifteen stock market books often recommended to beginners, including The Intelligent Investor, A Random Walk Down Wall Street and One Up On Wall Street.
Leading Sectors in India in 2025
A 2025 look at Indian sectors including IT, pharmaceuticals, FMCG, oil and gas, banking, automotive, and metals and mining.
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